Liquid Performance

Dormant · no recent filings

Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.

LGT WEALTH INDIA PRIVATE LIMITED

Age: 28 months

0.75%

CAGR

-0.36

Max DD

2.09

Calmar

Not reported

Sharpe

0.83

Sortino

42.86

Win Ratio

Trailing return from filed months

1Y
0.00%
3Y
Needs 36 months
5Y
Needs 60 months
CAGR
0.75%
Max DD
-0.36%
Calmar
2.09
Track
28 months
As of…
Tearsheet
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Research sheet

Monthly tearsheet

Growth of ₹100, underwater drawdown, rolling 12-month returns, and worst episodes from month-end SEBI filings only.

Open full-page tearsheet

Read of the numbers

Reported metrics only · not advice

Strength

Paid well for the ride

Sharpe of 1.35 means return more than paid for the volatility on this sample. Sortino sits at 0.83.

Strength

Shallow peak-to-trough

Worst drop was -0.4%. Typical drawdowns ran nearer -0.0%. Milder than most equity PMS paths on file.

Watch

Wins cluster in fewer months

Hit rate is only +42.9%. Gains arrive in bunches, so long red stretches are part of how this track works.

Watch

Often below a prior high

Roughly 57% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.

Strength

Most holding windows finished up

82% of rolling periods ended positive. Waiting out a few months usually still left you ahead on this sample.

Total Return

1.76%

Annualised Return

0.75%

Hit Rate

42.86%

Maximum Drawdown

-0.36%

Annualised Volatility

0.56%

Sharpe Ratio

1.35

Sortino Ratio

0.83

Consistency Score

42.9%

PPerformance(29)RRisk(12)CConsistency(9)
Best Year Return
P
0.81%
Worst Year Return
P
0.36%
Median Annual Return
P
0.59%
Average Monthly Return
P
0.06%
Geometric Mean Return
P
0.06%
Average Drawdown
P
-0.03%
Median Drawdown
P
0.00%
Max Drawdown Duration
P
15 mo
Average Drawdown Duration
P
8 mo
Return / Max Drawdown
P
2.09
Return / Avg Drawdown
P
26.23
Ulcer Index
P
0.07%
Positive Rolling Periods %
P
82.35%
Worst Rolling 12M Return
P
0.00%
Best Rolling 12M Return
P
1.74%
Worst Case Investor Entry
P
0.00%
Maximum Monthly Loss
P
-0.36%
Worst 3-Month Period
P
-0.20%
Worst 6-Month Period
P
0.00%
Return Stability Score
P
623.30
Aggressiveness Score
P
0.16%
Return Smoothness Index
P
454.45
Capital Preservation Score
P
42.86%
Return Persistence
P
-0.13
Recovery Efficiency
P
1.67
CAGR per Unit Drawdown
R
2.09
Downside Volatility
R
0.90%
Upside Volatility
R
0.54%
Time in Drawdown %
R
57.14%
VaR 95%
R
-0.08%
CVaR 95%
R
-0.22%
VaR 99%
R
-0.36%
CVaR 99%
R
-0.36%
Semi Variance
R
0.0000
Volatility of Drawdowns
R
0.09%
Equity Curve Convexity
R
0.00
Calmar Ratio
C
2.09
Sterling Ratio
C
26.23
Coefficient of Variation
C
2.57
Return Skewness
C
0.87
Return Kurtosis
C
6.21
Burke Ratio
C
2.04

Filings

Month-end SEBI filings. Missing months stay blank.

As of February 2026

Liquid performance FAQ

Live figures from the scorecard above. Full definitions on the metrics explainer.

How has Liquid performed?
Liquid (LGT WEALTH INDIA PRIVATE LIMITED) shows CAGR 0.75% and max drawdown -0.36% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
What is Liquid CAGR / max drawdown?
CAGR is 0.75%; max drawdown is -0.36%. We only publish CAGR when there are enough months (≥12 on this track of 28 months). Learn more
Where do Liquid returns come from?
Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
Why might a window say Not reported?
Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
How do I re-underwrite Liquid?
Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
Is this a recommendation to invest?
No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more